Daniel Louie


An equity analyst position with a highly reputable investment management company


Graduating MBA student with over fifteen years of proven business skills looking to return to the investment management industry.Related professional experience includes financial analysis and reporting, strategic planning, and team leadership and development.


Nov 2009 - Present


Western Governors University

MBA degree expected November 2010.

Sep 1989 - May 1993


Columbia University

G.P.A. 3.2/4.0(Dean’s list Fall 1990, Fall 1991)



Computer Skills

Extensive knowledge of Microsoft Word, Excel, & Powerpoint Proficient with internet search engines Type 30 WPM

Team Leadership and Development

Lead team of buyers and buyer trainees to attain perfect score for store inventory levels and mix during grand opening Trained and promoted three buyers and twelve buyer trainees in six years at CarMax  

Strategic Planning

Developed competitive analysis section of three-year plan for Fortune 500 company Created reports used company-wide to optimize mix of luxury cars in store inventory  

Financial Analysis and Reporting

Analyzed and appraised over 400 residential real estate properties in Southern California Preformed quantitative analysis on the U.S. equity markets Prepared 10-Q, 10-K, and annual reports

Work experience

Work experience
Aug 2010 - Present

Used Car Buyer

Mossy Toyota and Ford

Used car buyer for one of the largest Toyota dealers in San Diego.

Oct 2005 - Mar 2010


Appraisal Services - Socal

Residential real estate appraiser with experience in analyzing and evaluating over 400 properties in Southern California. 

Jun 2005 - Dec 2007

Financial Analyst - Corporate Planning and Investor Relations

Circuit City Stores, Inc.

Financial analyst position with Fortune 500 company.  Duties include competitive analysis and investor relations projects.

Dec 1997 - Oct 2005

Senior Buyer

CarMax the AutoSuperstore

Senior Buyer for automotive retailer.  Developed and trained buyers.  Grand opened the first four stores in the Los Angeles market.  Top ranked buyer (#1 of 93) in Southwest region from 8/1/02 to 11/1/02. 

Jun 1993 - Jun 1995

Research Assistant

J.P. Morgan Investment Management

Research assistant for the Quantitative Equity group.  Duties include research of macro trends in U.S. equity market and economics data analysis.